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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

407 hedge funds and large institutions have $4.36B invested in iShares Russell Mid-Cap Growth ETF in 2016 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+43
Holders Change %
+11.81%
% of All Funds
10.19%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.65%
New
70
Increased
152
Reduced
102
Closed
22
Calls
$4.8M
Puts
$6.41M
Net Calls
-$1.61M
Net Calls Change
+$2.72M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$423M
2
TCT
TIAA CREF Trust
Missouri
$405M
3
Morgan Stanley
Morgan Stanley
New York
$307M
4
Bank of America
Bank of America
North Carolina
$347M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$10.1M

Top Sellers

1
NFG
Noven Financial Group
Colorado
$15M
2
MNA
Manning & Napier Advisors
New York
$14.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$14.2M
4
CS
Credit Suisse
Switzerland
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
201
Cassaday & Co
Virginia
$620K +$80K +3,288 +15%
DADC
202
D.A. Davidson & Co
Montana
$618K -$28.2K -580 -4%
TA
203
Tiedemann Advisors
New York
$584K +$584K +11,990 New
SAM
204
Silvercrest Asset Management
New York
$575K +$13.6K +280 +2%
TC
205
Telemus Capital
Michigan
$563K +$313K +6,430 +125%
MFW
206
Mosaic Family Wealth
Missouri
$546K -$73K -1,500 -12%
FCBT
207
First Citizens Bank & Trust
North Carolina
$546K +$341K +7,010 +167%
CG
208
Caprock Group
Idaho
$535K +$681 +14 +0.1%
Bessemer Group
209
Bessemer Group
New Jersey
$515K +$7.39K +152 +1%
FA
210
FDx Advisors
Illinois
$511K +$159K +3,274 +45%
LCM
211
Liberty Capital Management
Michigan
$510K -$240K -4,798 -32%
BJL
212
Brighton Jones LLC
Washington
$510K -$1.16M -23,908 -70%
YWP
213
YorkBridge Wealth Partners
New York
$504K +$504K +10,192 New
FNBT
214
FineMark National Bank & Trust
Florida
$499K +$35.6K +732 +8%
LFG
215
LifePlan Financial Group
Ohio
$482K -$9.35K -192 -2%
QCG
216
Quadrant Capital Group
Ohio
$474K – – –
BWA
217
Burt Wealth Advisors
Maryland
$470K -$87.7K -1,800 -16%
VWA
218
V Wealth Advisors
Kansas
$470K +$1.55K +32 +0.3%
NAM
219
NTV Asset Management
West Virginia
$467K – – –
FNT
220
First National Trust
Pennsylvania
$465K – – –
VOYA Investment Management
221
VOYA Investment Management
Georgia
$465K +$58K +1,192 +14%
PFA
222
Pure Financial Advisors
California
$462K -$28K -576 -6%
NFG
223
Nations Financial Group
Iowa
$460K +$779 +16 +0.2%
BIG
224
Bellwether Investment Group
Tennessee
$451K +$451K +9,258 New
HCM
225
HMS Capital Management
Tennessee
$450K -$188K -3,866 -30%
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